Apply on Employer Site

USI Insurance Services · 3 days ago

Premier Account Executive

Phoenix, AZ

Full-time

Onsite

Senior Level, Lead/Staff

8+ years exp

USI Insurance Services is a leading insurance brokerage and consulting firm with a commitment to personal and professional development. The Premier Account Executive will provide risk management and insurance consultation for high net worth individuals, managing client relationships and ensuring comprehensive coverage while maintaining high retention rates.

Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management

Growth Opportunities

Responsibilities

Maintain a minimum of 95% retention of Client Accounts by proactive client engagement to retain accounts; including contacting clients that have moved business by Broker of Record letter to determine why business was lost by USI

Provide technical expertise (knowledge of insurance coverage and products, staying abreast on industry updates and changes) with service of new and existing clients through cross-selling opportunities, account development, execution of client requests and problem solving in accordance with the objectives and procedures based on USI Core Values and Standards

Annual or semi-annual client meetings, to the client and/or client advisors required, per client request

Manage USI New Business Process for new clients, including establishing a communication plan with the client, reviewing all policies for accuracy, reviewing and delivering welcome packets and reviewing any necessary corrections with both client and carrier

Manage client pre-renewal process by reviewing current coverage, claims history, loss analysis and summary of risk mitigation recommendations. Prepare and present renewal proposal with overview of the risk exposures, current carrier marketplace, and recommendations (obtaining alternative quotes as needed). Manage renewal process meeting with Client’s trusted advisors or family office management teams

Huddle with other Premier Client Advisors providing technical assistance and market knowledge as needed

Execute on policy renewals as appropriate; issue proof of insurance as needed, deliver or cancel policies as required. Maintain renewal expirations, to avoid any lapse in coverage

Respond to underwriters’ questions in a timely and professional manner

Maintain a high degree of accuracy in agency management and document management systems

Provide direction to clients in submitting first reports of claims, facilitate prompt response from carrier

Identify exposure to loss and recommend appropriate coverage or loss mitigation strategies

Qualification

Personal Lines Property & Casualty InsuranceProperty & Casualty insurance licenseIndustry designation ARMIndustry designation CICIndustry designation CPCUIndustry designation CPRIAMicrosoft Office proficiencySagitta/WorkSmart knowledgeCommunication skillsTeamworkProblem-solving

Required

8-10 years experience in Personal Lines Property & Casualty Insurance along with comprehensive understanding of all Property & Casualty insurance coverages, underwriting and rating concepts

High School Graduate

Must hold state Property & Casualty insurance license

Strong written, oral and interpersonal communication skills

Ability to carry out complex tasks with many concrete and abstract variables

Must be comfortable with internet based programs as well as intermediate knowledge of Microsoft office products

Ability to work in a fast paced environment with minimal instruction and a high degree of accuracy

Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities

Maintain a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts

Ability to work in a team environment

Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance

Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company

Preferred

College degree preferred, but not required

Knowledge of Sagitta/WorkSmart preferred, but not required

Hold an industry designation such as ARM, CIC, CPCU, CPRIA or expected to further industry knowledge through courses with intent to pursue an industry designation